Now that you have achieved the milestone of creating an assignment, the next step is to begin managing and tracking progress. This article is designed to help you navigate the Assignments page and understand what actions you can take.
When an Assignment is created, a tile is created on the Manage Assignments page with an overview of the dates, learning activities included, and learner progress.
Send Instant Reminder will trigger the Reminder Invite selected in the Assignment Settings to all learners who have not completed the entire assignment.
Click anywhere on the tile to get to the learner and assignment details.
Assigned Learners
This first tab includes a list of all learners who were sent an invitation to this assignment and the various statuses they will fall into throughout the progress of the assignment. You can also click Download Results to export this data to a .CSV. Let’s take you around the page.
- Add Learners
New learners can only be added to existing Quick Assignments if the assignment status is Scheduled, Started, Past Due and if the Archive Date is still in the future.- Click Add Learners to select which learners you want to add to this assignment. You can search for and add individual users or use the filters along the left side of the menu.
- Click Save when all the users you want are selected.
- Unassign Learners
Learners can be unassigned from assignments if the assignment status is Scheduled, Started, or Closed.
- Search for a user who you want to unassign or click Show Filters to search for a segment of learners
- Select the checkbox to the left of their name
- Click Unassign and repeat for additional users.
- Learner Status Bar
Clicking on each of these statuses will adjust the display below to all users in that status. - Participation
- In this column, there may be a small “i” encircled
. This icon indicates that this specific learner was assigned content that is in this assignment as part of another assignment.
- To see more information, such as what the duplicate content is and what the other assignment is, click the View button under Actions to view the User Profile.
- See the Duplicate Courses Assigned section below for more information on the learner experience.
- In this column, there may be a small “i” encircled
Not Assigned
This second tab is where you can view a list of learners who were unassigned. There is the option to select learners to reassign if the action was made in error.
Assignment Settings
This third, and last, tab takes you to the set-up menu that was seen during creation. If the assignment is set to start in the future, you can still edit any of the fields in these settings. If invitations have already been sent out, there are limited fields you can edit.
| Cannot Edit After Start | Can Edit After Start |
| Assignment Name | Due Duration |
| Training Period | Due Date |
| Learning Activities | Archive Date |
| Invite Template | Turn On/Off Reminders |
| Invites Start / Automation Begins Date | Reminder Template |
| Advanced Settings | Reminder Schedule (Before and After Due Date) |
Caution: Once an assignment is archived, it cannot be unarchived. You will need to create a new assignment.
Duplicate Courses Assigned
Sometimes learners may get assigned the same content by different administrators due to overlap in training plans and requirements. This is not unusual for accounts that have different departments with different training plan schedules, but may need the same learners to complete similar requirements.
Learner Experience
With this assignment logic and Training Periods, if a learner receives the same course 1) through two different assignments, 2) by two different administrators, and 3) within the same training period, then they will only see that course once on the Learner Dashboard.
The due date listed for courses assigned multiple times will be from the assignment with the earliest due date.
Reminder Schedule
The reminder email settings for each of the administrator’s assignment will continue as originally set. This means the content, due date, and cadence will not be impacted whether or not a learner has been assigned the course multiple times.
If the learner clicks in any of the reminders to access their dashboard, they will still only see the course once to complete.
Administrator Experience
Now let’s take a look at this from the administrator perspective. When creating the assignment if both administrators select the same Training Period, then this logic applies. If they select different Training Periods, then the course will appear twice on the Learner Dashboard and the learner will need to complete the course two times.
After the assignment is created, each administrator will see the same learner progress appear in both of their assignment cards and associated reports. When the administrator clicks into the assignment card to view more details, there is a tab called “Assigned Learners” that lists everyone who was sent an invitation to take those courses (see above).
If a learner was assigned a course more than once, a small “i” encircled will appear in the Participation column. Click the View button under Actions to view the User Profile and see what the duplicate content is and what assignment is it a part of.